OIA

Optimum Investment Advisors Portfolio holdings

AUM $252M
1-Year Est. Return 26.44%
This Quarter Est. Return
1 Year Est. Return
+26.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$218M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
670
New
Increased
Reduced
Closed

Top Sells

1 +$441K
2 +$388K
3 +$275K
4
FLNG icon
FLEX LNG
FLNG
+$267K
5
CSCO icon
Cisco
CSCO
+$158K

Sector Composition

1 Technology 25.32%
2 Healthcare 8.92%
3 Industrials 8.47%
4 Financials 8.4%
5 Communication Services 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$15.7K 0.01%
800
477
$15.5K 0.01%
100
478
$15.4K 0.01%
1,300
479
$15.3K 0.01%
5,000
+1,000
480
$15.2K 0.01%
125
481
$15.1K 0.01%
800
482
$15K 0.01%
303
483
$14.7K 0.01%
700
484
$14.6K 0.01%
343
485
$14.6K 0.01%
290
486
$14.5K 0.01%
50
487
$14.4K 0.01%
200
-200
488
$14.2K 0.01%
200
489
$14.2K 0.01%
1,000
490
$14K 0.01%
200
491
$13.9K 0.01%
180
492
$13.7K 0.01%
103
493
$13.7K 0.01%
168
494
$13.6K 0.01%
200
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$13.4K 0.01%
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496
$13.3K 0.01%
300
497
$13K 0.01%
2,200
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498
$12.5K 0.01%
400
499
$12.3K 0.01%
604
500
$12.3K 0.01%
330